Gries Financial’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-49,598
| Closed | -$1.32M | – | 181 |
|
|
2023
Q2 | $1.32M | Sell |
49,598
-188
| -0.4% | -$5.02K | 0.37% | 73 |
|
|
2023
Q1 | $1.34M | Sell |
49,786
-50,190
| -50% | -$1.35M | 0.4% | 72 |
|
|
2022
Q4 | $2.64M | Buy |
99,976
+32,964
| +49% | +$869K | 0.88% | 35 |
|
|
2022
Q3 | $1.44M | Buy |
67,012
+2,999
| +5% | +$64.5K | 0.61% | 50 |
|
|
2022
Q2 | $1.49M | Buy |
+64,013
| New | +$1.49M | 0.71% | 45 |
|